Treasury Management Advisor
Location
Columbus, OH
Job Type
Full-time
Category
other-general
Posted
June 06, 2026
OH0713 NW Bancshares HQ
Job Description
Job Summary
The Treasury Management Advisor is responsible for Sales of Treasury Management Services to business customers, including following up on referrals from Consumer Banking, Commercial Banking, Business Banking and Trust Services. This position leads and coordinates the sales presentation effort, develops new business that aligns with assigned goals, and communicates with clients to assure customer service is being maintained.
Essential Functions
+ Partner/cultivate relationships with retail offices
+ Assist Treasury Management Operations Manager with special projects such as introducing new products
+ Create meaningful relationships with customers to enhance their use of Northwest products and services
+ Report work progress to supervisor
+ Co-Plan and co-develop strategic initiatives with Manager
+ Train departmental personnel on new products and services
+ Produce qua...
Job Description
Job Summary
The Treasury Management Advisor is responsible for Sales of Treasury Management Services to business customers, including following up on referrals from Consumer Banking, Commercial Banking, Business Banking and Trust Services. This position leads and coordinates the sales presentation effort, develops new business that aligns with assigned goals, and communicates with clients to assure customer service is being maintained.
Essential Functions
+ Partner/cultivate relationships with retail offices
+ Assist Treasury Management Operations Manager with special projects such as introducing new products
+ Create meaningful relationships with customers to enhance their use of Northwest products and services
+ Report work progress to supervisor
+ Co-Plan and co-develop strategic initiatives with Manager
+ Train departmental personnel on new products and services
+ Produce qua...